Multi-Year Guaranteed Annuity

Multi Select

Oxford Life Insurance Company

5.2%

Best Rate

10%

Free W/D

46

States

The Multi-Select® Multi-Year Guaranteed Annuity is a fixed annuity that locks in a guaranteed interest rate for 3–10 years, grows tax-deferred, and offers flexibility to renew at competitive rates. It's designed for conservative investors seeking stable growth and predictable income in retirement.

Free Withdrawal

10%/yr

Available In

46 states

Min Premium

$20,000

Surrender

10 years

Guaranteed Rates by Term

TermGuaranteed Rate
3-Year4.3%
4-Year4.75%
5-Year4.8%
6-Year5.15%
7-Year5.05%
8-Year5.2%
9-Year5.1%
10-Year5.15%

Key Features

Guaranteed Interest Rates

Minimum 1% guaranteed

Interest rates are locked in for your chosen guarantee period (3–10 years) and are guaranteed never to fall below 1%.

30-Day Renewal Window

No charges during renewal window

At the end of your guarantee period, you have 30 days to renew at a current competitive rate with no surrender charges or market value adjustment.

Penalty-Free Withdrawals

10% annually penalty-free

Withdraw up to 10% of your accumulated value per year starting in year two without surrender charges.

Tax-Deferred Growth

100% of accumulation value earns interest

Interest earned is not taxed until you withdraw funds; Roth IRA qualified withdrawals may be tax-free.

Market Value Adjustment

Applied only during surrender/withdrawal charge period

Interest rates can be credited higher than products without this feature; adjustment increases surrender value when rates fall and decreases it when rates rise.

Flexible Premium Amounts

$20,000 minimum

Start with a minimum of $20,000; up to $1,000,000 for ages 18–75, $750,000 for ages 76–80, and $500,000 for ages 81–85.

Multiple Payout Options

Available after first policy year

Choose period-certain payments (up to 30 years), lifetime income, or lifetime income with a guaranteed period certain when you annuitize.

Health-Related Charge Waivers

Waived with qualifying diagnosis

Surrender charges are waived if diagnosed as terminally ill, chronically ill with home health care, or confined to a nursing home for 90+ days (after one year).

Highlights

1

Guaranteed interest rates for your chosen term (3–10 years) with rates never dropping below 1%

2

Flexibility to renew your guarantee period at competitive rates with a 30-day window at maturity

3

Tax-deferred growth on 100% of your accumulation value with no administrative fees

4

Penalty-free access to up to 10% of your accumulated value annually starting in year two

5

Multiple payout options including lifetime income and period-certain payments when you annuitize

Surrender Schedule

Yr 1

10%

Yr 2

9%

Yr 3

8%

Yr 4

7%

Yr 5

6%

Yr 6

5%

Yr 7

4%

Yr 8

3%

Yr 9

2%

Yr 10

1%

After

0%

Home health care rider, Nursing home waiver, Terminal illness waiver

Best For

Conservative investors in or near retirement who want predictable, guaranteed growth, tax deferral, and the flexibility to renew at competitive rates without early withdrawal penalties.

Consider Alternatives If

Investors who need immediate access to large sums of money, prefer market-indexed growth potential, or are uncomfortable with surrender charges on early withdrawals.

Carrier Ratings

A.M. BestA

Free Comparison Report

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